How big is Pinnacle Associates Ltd.'s plan?

Pinnacle Associates Ltd.'s plan reported $44.7M in assets and 66 participants for 2024.

Original filing (PDF)20250806130922NAL0001717523001

Pinnacle Associates Ltd.

Name: Pinnacle Associates Ltd. — Pinnacle Associates Ltd., Form 5500 (2024)
Creator: Pinnacle Associates Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pinnacle Associates Ltd. 401(k)Profit Sharing Plan

401(k) retirement plan · Pinnacle Associates Ltd.'s Pinnacle Associates Ltd. 401(k)Profit Sharing Plan held $44.7M in plan assets for 66 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44.7M

Net assets (EOY)

$44.7M

Plan identifiers

Pinnacle Associates Ltd.'s EIN is 13-3220717.

EIN 13-3220717

Plan number 001

Plan year 2024

ACK ID 20250806130922NAL0001717523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pinnacle Associates Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pinnacle Associates Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PINNACLE ASSOCIATES LTD.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off